Customization and Admin Archives

Audit

Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category

AuditJohn Golden2021-02-19T10:02:42+00:00

Enable multiple currencies in Pipeliner CRM

CurrenciesJohn Golden2021-02-19T10:00:42+00:00

Pipeliner offers the most comprehensive field and form customization.

Fields and FormsJohn Golden2021-02-19T10:00:13+00:00

CRM User Access and Permissions management has never been easier.

User Access PermissionsJohn Golden2021-02-18T22:10:02+00:00

Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.

ProfilesJohn Golden2021-02-18T22:14:03+00:00

Add your full product catalog—with products, services, pricing and discounts—right to CRM.

Product CatalogJohn Golden2021-02-18T22:15:02+00:00